+99.9%
USO vs D
+19.1%
+80.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.3% | +2.9% |
| 7D | +3.6% | +0.8% | +2.8% | +3.6% |
| 30D | +23.8% | -0.7% | +24.5% | +23.7% |
| 3M | +8.1% | +2.1% | +6.0% | +8.4% |
| 6M | +34.3% | +6.8% | +27.4% | +34.2% |
| YTD | +111.1% | +16.5% | +94.6% | +110.2% |
| 1Y | +99.9% | +19.2% | +80.8% | +102.1% |
| All | +99.9% | +19.1% | +80.8% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded D wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling